About GuideVine
GuideVine is a company based in New York (United States) founded in 2013 was acquired by Avantax in March 2021. GuideVine operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
- Headquarter New York, United States
- SectorsTechnology
- Website guidevine.com
- Social LinkedIn X Facebook
- Acquired by Avantax (Mar 2021)
Investors in GuideVine
GuideVine has secured backing from 1 investor. Prominent investors backing the company include Avantax.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Holistic financial services are delivered via wealth management. | 1983 | avantax.com | Dallas, United States |
Investor details for GuideVine
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of GuideVine
91 people are tracked at GuideVine (31 in leadership, 60 in team).
| Name | Role | Group |
|---|---|---|
Gene Bell | Director, Tax Smart Initiatives | Leadership |
Amresh Mohanlal | Director, Enterprise Data And Platforms | Leadership |
Samantha Dunn | Regional Director | Leadership |
Kevin Wentworth | Regional Director, Wealth Management Consultant, Growth Consulting | Leadership |
Jordan Harness | Chief Of Staff | Tax Channel | Leadership |
Carlyna Dowell | Director Regulatory Compliance | Leadership |
Laurie Stack | Regional Vice President, Tax Channel, Head Of AWAF | Leadership |
Dimple Trivedi | Head Of Procurement & Vendor Management | Leadership |
Nona Rosa | Director, Practice Management | Leadership |
Chris Nowell | Director Of Business Development | Leadership |
Kevin Fain | Director | Leadership |
Clint Brookshire | Managing Director, Community Leader | Leadership |
John McLaughlin | Regional Director, Enterprise Growth | Leadership |
Davin Carey | Regional Vice President, Financial Planning Consultant | Leadership |
Karen Collins | Director Of Transition Services | Leadership |
Jennifer Hutchins | Co-Chief Investment Officer | Leadership |
Ivan Gruhl | VP, Co-Chief Investment Officer | Leadership |
Michael Kobs | VP, Enterprise Relationships & Business Consulting | Leadership |
Al Prentice | Vice President | Leadership |
Steve Olsen | Regional Director At Avantax Wealth Management | Leadership |
71 more people are available in the full profile.
Complete people profiles for GuideVine
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of GuideVine
2 dated milestones of GuideVine across 8 years, from founding to its latest funding, stage changes and deals.
- Founded GuideVine is founded.
- Exit Acquired by Avantax.
Competitors of GuideVine
GuideVine operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | – | AI-enabled financial planning and advisory solutions are provided for individuals. | |
| ascensus.com | 1980 | Dresher, United States | – | 5,112 | Retirement, health, and college savings services are administered nationwide. | |
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise | |
| farther.com | 2019 | New York, United States | $118M | – | App-based financial planning and management platform for individuals | |
| hicapitalize.com | 2019 | New York, United States | $33.5M | – | Financial planning and advisory platform | |
| pocketnest.com | 2017 | Michigan, United States | $9M | – | An app-based platform is provided for individual wealth management. | |
| harnesswealth.com | 2018 | New York, United States | $35.95M | – | Data-driven wealth management platform | |
| earnedwealth.com | 2021 | New York, United States | $224M | – | Financial advisory and wealth management are provided to healthcare professionals. | |
| newretirement.com | 2005 | San Francisco, United States | $20M | 16 | Operates a digital hub for comprehensive retirement planning services. | |
| finlocker.com | 2015 | St. Louis, United States | $43.48M | 23 | Online financial management platform for individuals and businesses |
Detailed competitors of GuideVine
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of GuideVine
Websites that share an audience with GuideVine (guidevine.com).
Websites whose visitors overlap most with GuideVine. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| investmentnews.com | 100% | 203.7K | #283,737 | View details | |
| investopedia.com | 67% | 15.5M | #4,310 | View details | |
money.usnews.com | money.usnews.com | 51% | – | #30,323 | – |
Similar companies to GuideVine
10 companies that operate in the same segment as GuideVine (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about GuideVine
GuideVine was founded in 2013.
GuideVine is headquartered in New York, United States. It is registered at New York, New York, United States.
GuideVine was founded in 2013 and is headquartered in New York, United States. An online platform is operated to connect high net worth individuals with financial advisors in the fintech sector. Matching occurs based on investor preferences, while detailed profiles, videos, and reviews are made available for evaluation. Services focus on facilitating informed selections without direct transactions.
GuideVine's top competitors include The Tifin Group, Ascensus and Farther.
GuideVine has 1 investor. Key investors include Avantax.
Yes. GuideVine was acquired by Avantax in March 2021.